Net Worth Advisory Group’s Phillips 66 PSX Stock Holding History

Net Worth Advisory Group’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$512K	Sell	1,939 -767	-28%	-$175K	0.13%	170
2026 Q2	$457K	Buy	2,706 +932	+53%	+$160K	0.12%	191
2026 Q1	$323K	Buy	+1,774	New	+$278K	0.07%	283
2025 Q4	–	Sell	-4,441	Closed	-$604K	–	468
2025 Q3	$604K	Sell	4,441 -743	-14%	-$95.2K	0.17%	131
2025 Q2	$618K	Buy	5,184 +730	+16%	+$81.8K	0.14%	162
2025 Q1	$550K	Buy	4,454 +27	+0.6%	+$3.33K	0.17%	144
2024 Q4	$504K	Sell	4,427 -1,242	-22%	-$158K	0.15%	172
2024 Q3	$745K	Buy	+5,669	New	+$765K	0.22%	99

Other funds holding PSX

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Net Worth Advisory Group's PSX Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Phillips 66 (PSX) stake by 28% in Q3 2026, selling an estimated $175K and leaving 1,939 shares worth $512K. The position accounts for 0.13% of the portfolio, ranked #170.

Net Worth Advisory Group first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $745K in Q3 2024. 695 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Net Worth Advisory Group held 1,939 shares of Phillips 66 worth $512K as of Q3 2026.
Net Worth Advisory Group sold 767 Phillips 66 shares in Q3 2026, an estimated $175K.
Phillips 66 made up 0.13% of Net Worth Advisory Group's portfolio in Q3 2026, its #170 holding.
Net Worth Advisory Group first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Phillips 66 position peaked at $745K in Q3 2024.
695 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.